Overview of Note Unpinning
Pinned notes in DriveCentric are displayed prominently at the top of a customer profile for easy access. Unpinning a note removes it from this prominent position but does not delete the note itself.
Roles and Permissions for Unpinning Notes
Who Can Unpin Notes? - The user who originally pinned the note has the ability to unpin it. - Expert users can unpin notes created by other users.
Who Cannot Unpin Notes? - Managers who do not have Expert User permission cannot unpin notes created by others. - There is no standalone permission that can be granted to enable unpinning for roles other than expert users or the note creator.
Step-by-Step Process for Unpinning a Note
To unpin a note in DriveCentric:
Navigate to the customer profile where the note is pinned.
Locate the pinned note at the top of the profile.
Select the Unpin option on the note.
Once unpinned, the note will no longer appear at the top of the profile but will remain accessible in the notes section.
Limitations and Restrictions
Only users with the appropriate permissions (note creator or expert users) can unpin notes.
Permissions for unpinning cannot be extended to other roles.
Managers without the Expert User permission are restricted from unpinning notes created by others.
Can I grant a specific user permission to unpin notes?
No, unpinning notes is limited to expert users and the note creator. There isn’t a standalone permission that can be granted to enable unpinning for other roles.
By understanding these permissions and following the outlined steps, you can effectively manage pinned notes in DriveCentric.